StockDriftsStockDriftsTop 50 Montis Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | 8.83% | 808.0K | $42.7M | -0.14%(-1.13K) | $65.51(-15.02%) | 2026-03-31 | |
| FPEI | FIRST TR EXCH TRADED FD III | 7.14% | 1.82M | $34.5M | +4.69%(+81.39K) | $19.18(+0.59%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.81% | 415.2K | $32.9M | +8.49%(+32.50K) | $77.99(+1.02%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.5% | 490.6K | $31.4M | -12.03%(-67.11K) | $49.23(+43.84%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.5% | 138.6K | $26.6M | +0.70%(+957) | $176.06(+22.07%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.47% | 291.9K | $26.4M | -13.97%(-47.39K) | $67.40(+44.37%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.99% | 163.0K | $24.1M | -4.79%(-8.21K) | $101.25(+57.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.82% | 72.7K | $18.4M | -2.32%(-1.73K) | $142.17(+117.08%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.78% | 595.2K | $18.3M | +12.10%(+64.25K) | $27.23(+18.96%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.39% | 179.0K | $16.4M | +5.72%(+9.68K) | $91.60(-0.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.22% | +33.88% |
| Top 20 Holdings Unweighted | +12.74% | +43.29% |
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